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Displaying 4 results for: estate plan
Court Bonds 06.05.2020

3 Highly-Effective Estate Planning Strategies

Adversity, particularly during a pandemic, is unfortunately commonplace in life. Hence, taking care of your family in the unfortunate event something unexpected happens to you must be translated in a carefully, well-laid out strategy. To…
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3 Highly-Effective Estate Planning Strategies
Surety Bonds 03.05.2020

Avoid These 3 Mistakes of Estate Planning

The majority of estate planning fails usually fall into one of several groups. Though each estate plan is distinctive, the same errors and snags can arise. Each of these typical mistakes is preventable with a…
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Avoid These 3 Mistakes of Estate Planning
Surety Bonds 02.26.2020

Unmarried Partners & Estate Planning

When it comes to estate planning, having a marriage certificate with your life partner is critical. Without it, state intestacy laws do not let an unmarried couple inherit from each other, meaning your close relatives…
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Unmarried Partners & Estate Planning
Court Bonds 01.30.2020

How to Set Up a Trust

A trust is created when the trustor, grantor, or settlor transfers property to the trustee, who will efficiently manage the property for the beneficiaries. A trust is one slice of a comprehensive estate plan, partnered…
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How to Set Up a Trust